BABA(US:BABA) Mei Ri Jing Ji Xin Wen·2025-09-24 06:11Core Insights - The A-share market indices experienced a collective rise, with significant gains in sectors such as storage chips, semiconductors, and photoresists [1] - Alibaba's CEO announced at the 2025 Yunqi Conference that large models will serve as the next generation operating system, and AI cloud will be the next generation computer, predicting that there may only be 5 to 6 super cloud computing platforms globally in the future [1] - Alibaba is actively advancing its AI infrastructure construction with an investment of 380 billion, planning to increase this investment further [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold in anticipation of the super AI era [1] - CITIC Securities highlighted the trend of domestic self-controllable technology, noting the continuous iteration of domestic AI chips and the determination of local cloud vendors to catch up with North American AI companies [1] Industry Summary - The Cloud Computing 50 ETF (516630) tracks the cloud computing index (930851), which has a high AI computing power content and covers popular concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [2] - The Cloud Computing 50 ETF (516630) is noted for having the lowest total expense ratio among ETFs tracking this index [2]